Salesforce now sends email only from verified domains.

Automate Your Business Processes

Table of Contents

No results

Here are some search tips

Check the spelling of your keywords.
Use more general search terms.
Select fewer filters to broaden your search.

Search all of Salesforce Help

Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Supply Chain

Get Opportunity Content Note Action

You are here:

Get Opportunity Content Note Action

Get the most recent content note data for the specified opportunity record. This action is used in the Get Opportunity Grounding Data flow as part of Agentforce Pipeline Management.

Required Editions

Available in: Lightning Experience

View supported editions.

In Flow Builder, add an Action element to your flow. In the New Action window, search for Content Note, and then select Get Opportunity Content Note.

Set Input Values

Use values from earlier in the flow to set the inputs for the action.

field	description
Content Note ID	Required. The ID of the content note record associated with the opportunity.

Store Output Values

field	description
Content	The content note data in plain text format.

Usage

The Get Opportunity Content Note action is a part of the Get Opportunity Grounding Data flow. It’s primarily used with Agentforce Pipeline Management.

Limitations

This action is limited to usage within a flow. It can’t be invoked through other methods such as Apex, REST API, Agentforce, Prompt Studio, or Einstein Bots. While actions can typically be invoked through frameworks such as InvocableActionService, this specific action is restricted to flows.

Did this article solve your issue?

Let us know so we can improve!